Micron: Things Are Bad, and Getting Worse!
Today's Micron earnings call underscored how difficult the memory business is getting, and the company's guidance indicated that this is only the...
747 Views
Last Week in Event SPACE: Chiyoda, Shin Etsu Chemical, GLOW, HNA, Hyosung, Wheelock
Last Week in Event SPACE ... One interpretation on how Chiyoda Corp (6366 JP) may source additional loans and equity. Shin Etsu Chemical (4063...
486 Views
Moore's Law May Not Be Dead, After All
For years semiconductor makers and investors have worried that Moore's Law will end. Although it is not difficult to find proponents of this...
429 Views
Samsung Electronics Share Class Trade: Common at +2σ, Expect Reversion After AGM This Week
SamE Common/1P reached a +2σ level. On a 120D horizon, price ratio is currently at the peak. Pref discount is at 21.04%. This of course is a 120D...
424 Views
Reason Why Amazon Canceled DRAM Order from Samsung: Short-Term Impact on Samsung
SamE shocked the market with 4Q results. OP was down nearly 30% YoY and even 20% from the already heavily adjusted street consensus...
1.3k Views